Profile

Kelly is Wealth Health's Office Manager and Administrative Assistant and has worked at Wealth Health since 2007. Kelly's responsibilities include interacting daily with clients and custodians, scheduling, maintaining office needs, and providing operational and administrative support to the advisory team.

Kelly's previous experience includes Real Estate, Sales and Banking. In her spare time she enjoys gardening and spending time with her husband and three children.

Affiliations

Work History

Wealth Health's receipt of the accolades referenced herein is not indicative of Wealth Health's future performance. With respect to the Financial Advisor and Wealth Manager magazine rankings, Wealth Health's inclusion is not representative of any one client's experience, because its receipt of the awards reflects an average of all, or a sample of all, of the experiences of the firm's clients. Furthermore, these rankings are determined based on information submitted to the issuing organizations by participating firms.

The 2014 and 2015 Financial Advisor magazine rankings of Top 50 fastest growing firms are based on the percentage of growth in assets under management from the previous year. To be eligible for Financial Advisor rankings, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $50 million in assets under management as of the end of the calendar year. Corporate RIA firms and investment advisor representatives (IARs), as determined by Financial Advisor magazine, are not eligible for the survey. Firms participate by completing and submitting a survey to Financial Advisor magazine. In 2014, 529 firms completed a survey. In 2015, 562 firms completed a survey.

The 2008 Wealth Manager magazine "Top Dog" ranking is based on assets under management per client. Assets under management is as defined by Form ADV, plus other assets not reported on Form ADV for which an advisory or management fee is charged. Commission assets are ineligible. Total clients does not count accounts, as several advisory accounts may be part of a client's assets under advisement. Married couples count as one client; their children, if adults, may be counted separately. To be eligible for the Top Dog ranking, firm must file their own ADV statement with the SEC and offer financial planning services. In addition, 50 percent of each firm's clients must fit the SEC's definition for individuals or high-net-worth individuals. Trust companies, banks, and broker/dealers are ineligible. Firms participate by completing and submitting a survey to Wealth Manager. All 478 eligible firms that submitted a survey were ranked.

Wealth Health, L..L.C. (“Wealth Health” or “the Firm”) is an SEC registered investment adviser located in the State of New Jersey. Registration does not imply a certain level of skill or training. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Wealth Health’s registration status, please consult the SEC’s Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

Wealth Health’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Wealth Health’s website on the internet should not be construed by any consumer and/or prospective client as Wealth Health’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Furthermore, the information resulting from the use of tools or other information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Wealth Health.

The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Past performance is no guarantee of future results. Investing in the stock market involves gains and losses and may not be suitable for all investors. Wealth Health does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Wealth Health’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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For additional information about Wealth Health and its advisory business, please consult the Firm’s Form ADV Disclosure Brochure, which is available upon request or which may be accessed on the SEC’s Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).